+79.6%
AMZN vs DOV
+41.1%
+38.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | +0.8% | +2.5% | -1.7% | -0.3% |
| 30D | -6.4% | -7.5% | +1.1% | -3.1% |
| 3M | +4.8% | -9.7% | +14.5% | +9.0% |
| 6M | +20.5% | -6.1% | +26.6% | +22.3% |
| YTD | +11.3% | +0.5% | +10.8% | +8.2% |
| 1Y | +9.0% | +10.5% | -1.6% | +0.1% |
| All | +79.6% | +41.1% | +38.4% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling